See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,594 | $60,124-44.1% | $90,404-62.8% | $79,858-57.9% |
| Participation rate | 65.9% | 65.0%+0.9pp | 72.7%-6.8pp | 69.6%-3.7pp |
| Annual return | 25.77% | 71.94%-46.2pp | 1293.02%-1267.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,753 | $2,068-15.2% | $3,262-46.3% | $2,471-29.1% |
| Participant deferral / active EE | $3,898 | $2,938+32.7% | $3,963-1.7% | $3,740+4.2% |
| Admin fee / account holder | $12,005 | $3,976+201.9% | $5,611+114.0% | $5,306+126.2% |